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| Keyboard |
| Arm Financial LLC
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|---|---|
| CRD # | 144340 |
| SEC # | 801-133870 |
| CIK # | |
| AUM | 49.0 M (2026-01-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-520-4044 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Arm Financial Opportunities Fund LP | [2025-06-12] | 0.3 M | 0.9 M |
| Offered $1,500,000 · Filed 2020-05-27 (D) · Exemption 506(c), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $1,150,000 · Duration One year or less · Net Assets $1 - $5,000,000 | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 1.1 |
| (b) Individuals (high net worth individuals) | 51 | 47.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 49.0 |
| By Discretionary | ||
| Discretionary | 60 | 49.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 49.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 49.0 | |
| Total | 60 | 49.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Abraham McAllister | Executive Officer | 2 | 2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 254900110I4GM7581408 |
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